Durable Power of Attorney
What Do I Need to Do for Estate Planning if I’m a “Solo Ager”?
I am 62, not married and do not have any children. Do I need to be doing anything special with my retirement planning?
January 27, 2020
Blog Articles
Estate Planning
How Should Baby Boomers Claim Their Social Security?
Social Security benefits have long been a critical part of Americans’ retirement income plans. After all, the monthly benefits provide a stream of income that is adjusted for inflation annually and can’t be outlived. With the decline of pensions and increasing life spans, Social Security is now playing a larger role in shoring up retirees’ nest eggs.
January 21, 2020
Estate Planning
How Do I Undo a Reverse Mortgage?
Is it possible to settle a reverse mortgage so people can keep their home, if they change their minds? Can their children buy it out and keep their parents’ home?
January 15, 2020
401(k)
How Will My 401(k) Be Taxed When I Retire?
When you withdraw funds from your 401(k)—or ‘take distributions,’ in IRS lingo—you begin to both enjoy the income from this retirement mainstay and face its tax consequences.
January 3, 2020
Estate Planning
How Does Enrolling for Medicare Work with Social Security?
Social Security and Medicare are social safety programs that Americans pay into during their working years through taxes.
January 1, 2020
Estate Planning
What Women Need to Know about Social Security
Understanding the rules about Social Security benefits and when to start claiming Social Security can be difficult. However, they’re critically important, especially for women—since women typically live longer lives than men.
December 24, 2019
Estate Planning
Many Different Ways to Age: What’s in Your Future?
No longer staid and boring, retirement homes offer dynamic options for seniors. Retirement communities are continually improving, by keeping seniors active with mental and physical exercises, while intertwining independent living and hands-on care.
December 6, 2019
Estate Planning
Disappointing News from Social Security for 2020
In case you didn’t see the news, those on Social Security won’t be getting a very generous raise this coming year.
November 15, 2019
Estate Planning
What Should I Know About Getting Veterans’ Disability Benefits?
Military personnel make many sacrifices to protect our country, sometimes giving their lives. Veterans often give up their good health, even after they return home.
November 4, 2019
Asset Protection
How to Help Your Aging Parents Get Financial Benefits
The search tool can connect your older loved one with assistance that can help to pay for housing, medication, food, medical services, utilities, transportation and other necessities.
November 1, 2019
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